CLIENT PORTAL
A Client PortalYour Practice Can Be Proud Of
Manage appointments, complete intake forms, browse providers, access records, and communicate with your care team — all from a secure, easy-to-use client portal. Your clients get 24/7 access to everything they need, from booking sessions to reviewing payment history and uploading documents.
HIPAA, PHIPA, PIPEDA, GDPR & Loi 25 Compliant
Self-Service Portal
Multi-Language Support
24/7
Portal Access
100%
Secure & Private
Real-Time
Appointment Updates
Powerful features
Everything your clients need inone secure portal
From scheduling appointments to accessing documents and messaging your team, the client portal puts everything your clients need in one secure place.
Appointments
Clients book or request sessions 24/7 from your availability, then track upcoming and past appointments with status at a glance.
Documents & forms
Clients complete intake forms, informed consent, and assessments online, track their status, and access uploaded documents anytime.
Provider directory
Clients browse your team — profiles with names, photos, and locations — and start a booking from any clinician's profile.
Secure messaging
Clients message your team through encrypted, private messaging — built for HIPAA, PHIPA, PIPEDA, GDPR & Loi 25. No email, no leaving the portal.
Records & notes
Clients access the records and notes you choose to share — session summaries, treatment plans, care history, and clinician notes.
Billing & payments
Clients view invoices, download receipts, see any outstanding balance, and keep a card on file for payment after sessions.
Private notes
A private space for clients to journal between sessions — write, edit, and revisit entries only they can see.
Real-time notifications
Instant alerts for appointment reminders, form requests, and new messages — so clients never miss an update.
Platform walkthrough
See how clients manage their care
A guided look at how clients use the portal to manage appointments, complete forms, and connect with their providers.
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Secure messaging2
Document upload3
Session records4
Client forms1
Secure messagingEncrypted messaging between clients and your team
Built for HIPAA, PHIPA, PIPEDA, GDPR & Loi 25
Clients message your team through an encrypted system — Inbox and Sent, search by date, and reply-status tracking, all in the portal. Read/unread indicators show status at a glance.
- Inbox and Sent tabs
- Date-range filtering with calendar picker
- Message search
- Read/unread status indicators
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2
Document uploadUpload & manage documents securely
Clients upload documents straight to the portal for your team to review — file name, type, uploader, and date all shown. Quick View and Delete keep things organized across three tabs.
- Drag-and-drop uploads
- File details: name, type, upload date
- Quick View and Delete actions
- Three tabs: forms, assessments, uploads
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3
Session recordsComplete session history & payment tracking
Clients see a full table of sessions — date, status, payment status, total, and charges — filter by date range, switch between Session and Non-Session records, and track outstanding balances in one view.
- Session and Non-Session records tabs
- Payment status and balance tracking
- Date-range filtering with Clear Filter
- Total paid and outstanding balance
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4
Client formsComplete intake & consent forms online
Clients view and complete required forms — intake, informed consent, and custom assessments — right in the portal, with clear Incomplete/Completed status, submission dates, and one-click Complete Form or Quick View.
- Intake and informed-consent tracking
- Status: Incomplete or Completed
- Complete Form and Quick View actions
- Tabs for forms, assessments, uploads
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Portal modules
A complete self-service portal
Every module clients need to manage their care independently — from scheduling to messaging to records.
My appointments
Book, reschedule, and track sessions
Documents
Forms, consents, and uploads
Provider directory
Browse and book with your team
Records
Care history and shared records
Messages
Encrypted client-team messaging
Resources
Educational materials and tools
Ready to Empower YourClients with Self-Service?
Give your clients a modern, secure portal to manage appointments, complete forms, and communicate with their care team — all in one place.
Client Self-Service
Secure Portal Access
Digital Intake Forms
Real-Time Updates
HIPAA, PHIPA, PIPEDA, GDPR & Loi 25 compliant • Encrypted in transit and at rest • Multi-language support • 24/7 access